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Insulet Stock Gains as Traders Weigh Bullish Analyst Stance Against a Depressed Share Price

Investivoq PriceTracker

Insulet Corporation (PODD) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied less to a single new company announcement and more to a rebound in sentiment after a fresh analyst note kept a Buy-equivalent stance on the shares even while lowering its price target. This could be because investors are focusing on Insulet’s still-strong underlying Omnipod growth and the view that much of the competitive pressure may already be reflected in a stock that has fallen sharply this year. ([investing.com](https://www.investing.com/news/analyst-ratings/jefferies-cuts-insulet-stock-price-target-on-competition-concerns-93CH-4943751?utm_source=openai))

Details:

  • A note published October 12 said Jefferies reduced its price target on Insulet to $190 from $275 but maintained a Buy rating, while also describing the company’s product lineup favorably with physicians and highlighting type 2 diabetes traction. ([investing.com](https://www.investing.com/news/analyst-ratings/jefferies-cuts-insulet-stock-price-target-on-competition-concerns-93CH-4943751?utm_source=openai))
  • Insulet’s most recent quarterly report showed second-quarter 2026 revenue of about $802 million, up 23.5%, with total Omnipod revenue up 24.6%. ([investors.insulet.com](https://investors.insulet.com/news/news-details/2026/Insulet-Reports-Second-Quarter-2026-Results/default.aspx))
  • That same quarterly release showed U.S. Omnipod revenue rising 20.1% and international Omnipod revenue rising 35.5%, which may be supporting confidence in the business despite competitive concerns. ([investors.insulet.com](https://investors.insulet.com/news/news-details/2026/Insulet-Reports-Second-Quarter-2026-Results/default.aspx))
  • Insulet has not posted a major new operating update in recent days beyond its October 1 notice that third-quarter 2026 results are scheduled for November 4, leaving room for today’s move to reflect positioning and bargain-hunting rather than a hard catalyst. ([investors.insulet.com](https://investors.insulet.com/news/default.aspx?utm_source=openai))

    • Sources:

    Insulet, Investing.com, Stock Analysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $PODD Insider Trading Activity

    PODD Insider Trades

    $PODD insiders have traded $PODD stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $PODD stock by insiders over the last 6 months:

    • ELIZABETH H WEATHERMAN purchased 3,450 shares for an estimated $497,489
    • TIMOTHY C. STONESIFER purchased 2,790 shares for an estimated $400,392
    • ASHLEY MCEVOY (President and CEO) purchased 1,100 shares for an estimated $162,217
    • LUCIANA BORIO sold 418 shares for an estimated $59,886

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $PODD Hedge Fund Activity

    We have seen 404 institutional investors add shares of $PODD stock to their portfolio, and 378 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC removed 3,010,415 shares (-75.7%) from their portfolio in Q2 2026, for an estimated $458,335,683
    • CAPITAL RESEARCH GLOBAL INVESTORS removed 1,514,243 shares (-90.7%) from their portfolio in Q2 2026, for an estimated $230,543,496
    • T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,511,822 shares (+447284.6%) to their portfolio in Q2 2026, for an estimated $230,174,899
    • AMERICAN CENTURY COMPANIES INC removed 1,472,059 shares (-92.5%) from their portfolio in Q2 2026, for an estimated $224,120,982
    • TWO SIGMA INVESTMENTS, LP added 1,141,385 shares (+149.7%) to their portfolio in Q2 2026, for an estimated $173,775,866
    • AQR CAPITAL MANAGEMENT LLC added 856,411 shares (+53.6%) to their portfolio in Q2 2026, for an estimated $130,388,574
    • VESTAL POINT CAPITAL, LP added 619,399 shares (+1224.1%) to their portfolio in Q2 2026, for an estimated $94,303,497

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $PODD Congressional Stock Trading

    Members of Congress have traded $PODD stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $PODD stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 08/18.
    • SENATOR TINA SMITH has traded it 2 times. They made 0 purchases and 2 sales worth up to $500,000 on 05/07, 04/29.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $PODD Analyst Ratings

    Wall Street analysts have issued reports on $PODD in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • William Blair issued a "Outperform" rating on 05/20/2026
    • JP Morgan issued a "Overweight" rating on 05/07/2026

    To track analyst ratings and price targets for $PODD, check out Investivoq's $PODD forecast page.

    $PODD Price Targets

    Multiple analysts have issued price targets for $PODD recently. We have seen 14 analysts offer price targets for $PODD in the last 6 months, with a median target of $214.5.

    Here are some recent targets:

    • Joanne Wuensch from Citigroup set a target price of $172.0 on 07/08/2026
    • Daniel Markowitz from Evercore ISI Group set a target price of $180.0 on 07/06/2026
    • Kieran Ryan from Deutsche Bank set a target price of $190.0 on 06/23/2026
    • Richard Newitter from Truist Securities set a target price of $219.0 on 06/12/2026
    • Marie Thibault from BTIG set a target price of $235.0 on 05/27/2026
    • Shagun Singh from RBC Capital set a target price of $280.0 on 05/27/2026
    • Travis Steed from B of A Securities set a target price of $208.0 on 05/18/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.